How to count re-conversions in reports

[Marinski]

We try to create a report to show the total number of conversions for a period containing the new conversions and the conversions that came from contacts who already converted but in a previous period.

Here's an example sceanrio:

1) User submits a Facebook Lead Ad from in April, and HubSpot creates a Contact record for this user with the respective contact source, e.g. Paid Social

2) The same users visit our website in May and submit the website contact form. This time, the user came through a different contact source, e.g. Organic, but since the user already exisits in the Contacts list his contact source remains Paid Social.

3) In May we create a report for the contacts that came through the month using the Create date property, but this user is not included in the report, because his Create data in previous month.

How can we count in reports the contacts who converted again in differet months and record the source of the new conversion every time?

[Ben_M]

I agree with the shared sentiment already about where their original conversion was, in your instance Paid Social. But I can see the value in capturing other data points, for instance what converted them to an MQL, which appears to be your Organic Contact Form Submission as opposed to the Paid Social which could have been top of funnel. 

With that said, in the report builder, you can look at people who submitted a form within that time frame and they should show up in both months.  They won't be a newly created lead because you should be measuring all stages of the funnel to make sure you are creating new leads month over month and also moving them down the funnel. This can be weather they are downloading more assets and engaging with content or truly moving to become an MQL/SAL/SQL.

[DavidDennison]

If I'm understanding correctly, that is not a new conversion, thus you would not want to count it twice. Usually, in reporting, you report conversions using the first touch method. In this case, the paid social would be attributed to the conversion.

You don't want to count that conversion again because it will skew your numbers and it'll get very convoluted and confusing. You want to use reporting data to make informed business decisions. And if you have multiple duplicates of conversions for a lead campaign, then you'll be making those decisions off bad data. Once they submitted the form, regardless of the method of getting to your form, they are already a lead and should not be counted as a new lead.

[TiphaineCuisset]

Hi @Marinski 

Thank you for reaching out.

I want to tag some of our experts on this - @DavidDennison @NicoleSengers @ConnorSlivensky do you have any thoughts for @Marinski on this? 

Thank you!

Best

Tiphaine